Manage project delivery, track retainer hours, sync time from Everhour, and share client-facing reports — all from the same platform where you manage your sales pipeline.
Time spent on client work isn't always captured, leading to under-billing and inaccurate retainer reports.
Clients ask 'how many hours do I have left?' and you scramble to check spreadsheets.
Project management, time tracking, and invoicing live in separate systems that don't talk to each other.
Building monthly retainer reports means exporting data from multiple tools and formatting it by hand.
Purpose-built features that address your specific challenges.
Customisable project stages, Asana import, and deadline management. See all projects at a glance.
Set up monthly retainer periods with allocated hours. Track usage automatically.
Automatically pull time entries from Everhour into your retainer periods. No manual data entry.
Share retainer reports via secure token links. Clients see hours used, remaining, and task breakdowns — no login required.
Import projects from Asana, use templates for repeatable work, and link projects to retainers.
When a retainer period closes, create an invoice directly. Push to Xero for seamless billing.
Start free today. One platform for projects, retainers, and client reporting.
